Wealth Management_ Bank_ Delhi Ncr - Delhi/ncr
- Konnect
- 3 - 8 years
- Delhi, NCR
- 5 years ago
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Job Description
Roles and Responsibilities
- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
- Proactively sells the full range of consumer and commercial product to current and potential Relationships
- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
- Analyses financial needs of the customers and offer appropriate product with utmost transparency
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
- Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
If interested, Kindly apply with your updated cv in my mail id "ma*******i@v-******t.com" or contact at "9996644***".
Desired Candidate Profile
NBFC Experience is mandatory in Wealth Segment.
Perks and Benefits
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Sales, Retail, Business Development, Role Category: Retail SalesRole: Retail SalesEmployement Type: Full timeEducation
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any Specialization, Post Graduation Not RequiredDoctorate: Any Doctorate in Any Specialization, Doctorate Not RequiredContact Details:
Company: V- Konnect AssociatesLocation(s): Delhi, NCR+ View Contact
Keyskills: wealth Wealth Management HNI imperia RM Mutual Funds Portfolio Management UHNI Private banking brm Preferred Banking branch banking Investment
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